Connect Salesmate and seven to Build Intelligent Automations

Choose a Trigger

Salesmate

When this happens...

Choose an Action

seven

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Incoming SMS

Incoming SMS

Triggers when a new inbound sms has been received

Incoming call

Incoming call

Request a new Trigger for Salesmate

Do thisActions

Action is the task that follows automatically within your Salesmate integrations.

Add Note

Add Note

Adds Note based on previous step.

Create Activity

Create Activity

Creates a new Activity, probably with input from previous steps.

Create Company

Create Company

Creates a new Company, probably with input from previous steps.

Search User

Search User

Find an User based on different fields.

Create Contact

Create Contact

Creates a new Contact, probably with input from previous steps.

Create Deal

Create Deal

Creates a new Deal

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Frequently Asked Questions

How do I start an integration between Salesmate and seven?

To start, connect both your Salesmate and seven accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesmate triggers actions in seven (or vice versa).

Can we customize how data from Salesmate is recorded in seven?

Absolutely. You can customize how Salesmate data is recorded in seven. This includes choosing which data fields go into which fields of seven, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Salesmate and seven?

The data sync between Salesmate and seven typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Salesmate to seven?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Salesmate and seven?

Yes, you can set conditional logic to control the flow of data between Salesmate and seven. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Salesmate

About Salesmate

Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.

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seven

About seven

Seven.io is a comprehensive platform designed to streamline and enhance your digital communication strategies. With a focus on delivering reliable and efficient messaging services, Seven.io offers a suite of tools for SMS, voice, and email communications, ensuring your messages reach the right audience at the right time.

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